Curry Webb Wealth Management LLC 13F Holdings · Q2 2026
Curry Webb Wealth Management LLC reported 67 securities worth $241.47M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (16.89%), VOOG (9.70%), OMFL (8.68%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $40.8M | 16.89% | 54,448 | Added |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | $23.4M | 9.70% | 283,598 | Added |
| 3 | OMFL | INVESCO EXCH TRD SLF IDX FD | $21.0M | 8.68% | 305,807 | Added |
| 4 | VFLO | VICTORY PORTFOLIOS II | $18.8M | 7.79% | 411,381 | Added |
| 5 | GSY | INVESCO ACTIVELY MANAGED EXC | $11.4M | 4.71% | 226,685 | Added |
| 6 | IJH | ISHARES TR | $8.3M | 3.44% | 107,717 | Trimmed |
| 7 | AGG | ISHARES TR | $8.0M | 3.32% | 81,049 | Added |
| 8 | IMFL | INVESCO EXCH TRD SLF IDX FD | $7.7M | 3.17% | 223,176 | Added |
| 9 | GTO | INVESCO ACTIVELY MANAGED EXC | $7.3M | 3.04% | 156,630 | Added |
| 10 | IEFA | ISHARES TR | $7.3M | 3.04% | 75,946 | Added |
| 11 | IEMG | ISHARES INC | $6.9M | 2.87% | 83,780 | Added |
| 12 | GLD | SPDR GOLD TR | $6.8M | 2.83% | 18,541 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $6.5M | 2.68% | 8,650 | Trimmed |
| 14 | PRF | INVESCO EXCHANGE TRADED FD T | $4.8M | 2.00% | 89,591 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $4.7M | 1.95% | 12,702 | Trimmed |
| 16 | HBAN | HUNTINGTON BANCSHARES INC | $3.5M | 1.47% | 199,537 | Trimmed |
| 17 | IFLN | INVESCO EXCH TRADED FD TR II | $3.2M | 1.31% | 172,639 | Trimmed |
| 18 | JMEE | J P MORGAN EXCHANGE TRADED F | $3.1M | 1.29% | 39,874 | Added |
| 19 | SCHC | SCHWAB STRATEGIC TR | $2.9M | 1.21% | 60,853 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 1.19% | 40,369 | Trimmed |
| 21 | GOVI | INVESCO EXCH TRADED FD TR II | $2.8M | 1.18% | 104,509 | Added |
| 22 | JSCP | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.16% | 59,320 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $2.6M | 1.06% | 2,140 | Trimmed |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.00% | 47,897 | Trimmed |
| 25 | IQDF | FLEXSHARES TR | $2.0M | 0.85% | 59,242 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR